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d1g1t AND CONQUEST PLANNING ANNOUNCE STRATEGIC PARTNERSHIP TO INTEGRATE KEY OFFERINGS
d1g1t, Inc., and Conquest Planning Inc., (Conquest) today announced the formation of a strategic partnership to provide a modern, seamless and top-flight technology solution to financial firms and advisors.
Fintech Corner (4/14/21)
As firms have moved to work from home due to the pandemic, and regulators have swept in with new and rapidly changing requirements, compliance has become a financial and operational burden for many RIAs.
Orion Advisor Solutions Completes HiddenLevers Acquisition, Announces Preferred Pricing & Integration Timeline
Orion Advisor Solutions announces the completion of its acquisition of HiddenLevers, lays out an ambitious 12-month roadmap charting the integration of HiddenLevers’ enhancements to Orion’s wealthtech platform
Publisher Notes For 4/14/21
Friends, a GINORMOUS week in the digital wealth sector as we wait for the Coinbase public offering to roll out on Wednesday.
Skience Continues Expansion of Leadership Team with Appointment of Chris Zuczek to Newly Created...
Skience, a leading financial services digital enablement provider and consultancy, today continued the ongoing expansion of its leadership team with the appointment of Chris Zuczek to the newly-created role of Chief Product Officer.
Kingswood U.S. Passes $2B AUM Mark; Discusses The Next Big Thing in Fintech
Kingswood U.S. is a network of wealth management firms that includes two SEC-registered RIAs and two FINRA-licensed broker-dealers collectively overseeing more than $2.1B in assets
Practifi Announces Integration with Schwab Advisor Center®
Practifi, a business management platform for high-performing financial advice firms, announced integration with Schwab Advisor Center®.
DWealth Muse Podcast Series: Episode 8 – Hashtag Bitcoin NOT a Fad, Part...
In part II of this special two-part episode, host Dara Albright and guest, Mark Yusko, founder and chief investment officer of Morgan Creek Capital Management, have more hashtag fun making the case for bitcoin and democratized finance, establishing once and for all why bitcoin is NOT a fad.
DWealth Muse Podcast Series: Episode 8 – Hashtag Bitcoin NOT a Fad, Part...
DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional and...
B2B Fintech Unicorn Tipalti Acquires Approve.com
Tipalti, the leading global payables automation platform, announced its acquisition of Approve.com, a cloud procurement solutions provider, to expand its portfolio of financial operations offerings.